Saurabh Mukherjea picks these 7 small and midcap stocks, exits Info Edge
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PMS fund manager Saurabh Mukherjea-led Marcellus has picked up 7 new small and midcap stocks for its funds and exited Info Edge following a sharp rally in the last one year. Mukherjea's smallcap-heavy Little Champs portfolio and midcap-focused Rising Giants portfolio have delivered net returns of 17.5% and 24%, respectively, so far in FY24. He has attributed the performance to improvement in the earnings growth and rejig in portfolios. In the midcap fund, he said in a note to investors, the portfolio has been titled more towards smaller market-cap names with better valuations and scope for making higher IRRs than some of the largecap incumbents. 7 new smallcap and midcap additions to Saurabh Mukherjea portfolio in October: 1) Grauer & Weil (India) Smallcap Grauer & Weil has found a place in both Little Champs as well as Rising Giants schemes. "While the Electroplating chemicals business is expected to grow in line with au...